Gavin Forrest
Investment adviser representative at Schaefer Financial Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schaefer Financial Management, Inc.Sep 2023 to now
- UnemployedJun 2023 to Aug 2023
- Full Time StudentApr 2015 to May 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Schaefer Financial Management, Inc.
$1.1BAssets managed
446Clients
8Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7326675
- Firm CRD
- 110110